Ifp Advisors, Inc Salesforce, Inc. Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Ifp Advisors, Inc holds 8,185 shares of CRM stock, worth $2.78 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,185

Previous 6,203 31.95%

Holding current value

$2.78 Million

Previous $1.87 Million 12.63%

% of portfolio

0.09%

Previous 0.08%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$218.01 - $304.74 $432,095 - $603,994	1,982 Added 31.95%	8,185 $2.1 Million
Q1 2024 Jul 30, 2024	BUY	$251.12 - $316.88 $474,867 - $599,220	1,891 Added 43.85%	6,203 $1.87 Million
Q4 2023 Jan 09, 2024	BUY	$196.25 - $267.25 $43,371 - $59,062	221 Added 5.4%	4,312 $1.13 Million
Q3 2023 Oct 12, 2023	SELL	$202.49 - $234.37 $651,005 - $753,499	-3,215 Reduced 44.0%	4,091 $829,000
Q2 2023 Aug 04, 2023	BUY	$188.89 - $223.38 $464,291 - $549,068	2,458 Added 50.7%	7,306 $1.54 Million
Q1 2023 Apr 18, 2023	SELL	$134.8 - $199.78 $1.11 Million - $1.65 Million	-8,253 Reduced 63.0%	4,848 $968,000
Q4 2022 Feb 07, 2023	SELL	$128.21 - $165.27 $779,132 - $1 Million	-6,077 Reduced 31.69%	13,101 $930,000
Q3 2022 Nov 08, 2022	BUY	$143.84 - $191.27 $279,768 - $372,020	1,945 Added 11.29%	19,178 $1.42 Million
Q2 2022 Sep 06, 2022	BUY	$155.6 - $218.85 $2.68 Million - $3.77 Million	17,206 Added 63725.93%	17,233 $1.28 Million
Q2 2022 Aug 12, 2022	SELL	$155.6 - $218.85 $2.68 Million - $3.77 Million	-17,206 Reduced 99.84%	27 $2,000
Q1 2022 Sep 06, 2022	BUY	$190.54 - $255.46 $366,789 - $491,760	1,925 Added 12.58%	17,233 $3.66 Million
Q1 2022 Aug 08, 2022	BUY	$190.54 - $255.46 $158,910 - $213,053	834 Added 5.76%	15,308 $3.25 Million
Q4 2021 Jan 12, 2022	BUY	$247.21 - $309.96 $1.34 Million - $1.68 Million	5,429 Added 60.02%	14,474 $3.71 Million
Q3 2021 Oct 06, 2021	SELL	$237.55 - $285.63 $720,726 - $866,601	-3,034 Reduced 25.12%	9,045 $2.46 Million
Q2 2021 Jul 13, 2021	BUY	$210.54 - $246.26 $920,059 - $1.08 Million	4,370 Added 56.69%	12,079 $2.94 Million
Q1 2021 Apr 30, 2021	BUY	$205.33 - $248.59 $178,842 - $216,521	871 Added 12.74%	7,709 $1.64 Million
Q4 2020 Jan 25, 2021	BUY	$220.15 - $267.07 $72,869 - $88,400	331 Added 5.09%	6,838 $1.52 Million
Q3 2020 Oct 29, 2020	BUY	$185.51 - $281.25 $111,306 - $168,750	600 Added 10.16%	6,507 $1.65 Million
Q2 2020 Aug 05, 2020	BUY	$134.06 - $191.65 $64,348 - $91,992	480 Added 8.84%	5,907 $1.08 Million
Q1 2020 May 12, 2020	SELL	$124.3 - $193.36 $1.12 Million - $1.75 Million	-9,029 Reduced 62.46%	5,427 $841,000
Q4 2019 Jan 17, 2020	BUY	$142.33 - $164.98 $1.08 Million - $1.25 Million	7,555 Added 109.48%	14,456 $2.38 Million
Q3 2019 Nov 07, 2019	BUY	$139.72 - $159.97 $914,327 - $1.05 Million	6,544 Added 1833.05%	6,901 $1.02 Million
Q1 2019 May 15, 2019	SELL	$130.4 - $166.95 $601,796 - $770,474	-4,615 Reduced 92.82%	357 $57,000
Q4 2018 Jan 23, 2019	BUY	$120.67 - $159.86 $294,917 - $390,697	2,444 Added 96.68%	4,972 $681,000
Q3 2018 Oct 25, 2018	SELL	$137.15 - $160.43 $459,041 - $536,959	-3,347 Reduced 56.97%	2,528 $0
Q2 2018 Aug 07, 2018	BUY	$115.3 - $139.8 $29,055 - $35,229	252 Added 4.48%	5,875 $0
Q1 2018 Jun 03, 2019	BUY	$104.03 - $127.99 $36,410 - $44,796	350 Added 6.64%	5,623 $575,000
Q1 2018 May 09, 2018	SELL	$104.03 - $127.99 $36,410 - $44,796	-350 Reduced 6.22%	5,273 $0
Q4 2017 Jan 24, 2018	SELL	$93.94 - $108.8 $35,133 - $40,691	-374 Reduced 6.24%	5,623 $0
Q3 2017 Oct 30, 2017	BUY	$87.63 - $97.71 $12,092 - $13,483	138 Added 2.36%	5,997 $560,000
Q2 2017 Jun 03, 2019	SELL	N/A	-783 Reduced 11.79%	5,859 $507,000
Q1 2017 Jun 03, 2019	BUY	N/A	630 Added 10.48%	6,642 $548,000
Q4 2016 Jun 03, 2019	SELL	N/A	-736 Reduced 10.91%	6,012 $412,000
Q2 2016 Jun 03, 2019	BUY	N/A	6,391 Added 1790.2%	6,748 $536,000
Q1 2016 Jun 03, 2019	BUY	N/A	357	357 $57,000

Others Institutions Holding CRM

# of Institutions

2,945

Shares Held

728M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $339B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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